Sr Account Manager, Wm Advisory

Northern Trust

Phoenix, AZ, United States
Fiduciary account administration
Client relationship management
Trust and estate settlement knowledge
Northern Trust is a Fortune 500 financial institution with over 130 years of experience serving sophisticated clients worldwide

Job Summary

  • Northern Trust is a Fortune 500 financial institution with over 130 years of experience serving sophisticated clients worldwide.
  • The Sr Account Manager role involves coordinating administration of complex fiduciary accounts and supporting Wealth Management Trust Advisors with client servicing and business development.
  • Northern Trust offers a flexible and collaborative work culture with opportunities for internal movement and a commitment to community service and inclusion.

Matching Summary

Northern Trust is a Fortune 500 financial institution with over 130 years of experience serving sophisticated clients worldwide.

Skills & Requirements

Must-have

  • Fiduciary account administration
  • Client relationship management
  • Trust and estate settlement knowledge
  • Transaction processing coordination
  • Compliance management
  • Business development support

Nice-to-have

  • Mentorship and subject matter expertise
  • Process improvement initiatives
  • Strong oral and written communication
  • Adaptability to change
  • Use of client online tools

Key Requirements

  • Minimum 5 years trust administration experience
  • Knowledge of personal trust and estate services
  • College degree or relevant work experience
  • Experience with financial servicing
  • Analytical and organizational skills

Work Rights

Not specified

Tailored Resume

Cover Letter